Belpointe Asset Management’s BNY Mellon US Small Cap Core Equity ETF BKSE Stock Holding History

Belpointe Asset Management’s Portfolio BKSE Stock Details BKSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-297	Closed	-$8.05K	–	897
2023 Q1	$8.05K	Hold	297	–	–	﹤0.01%	2820
2022 Q4	$7.68K	Buy	+297	New	+$7.75K	﹤0.01%	2744

Other funds holding BKSE

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LWM

Lyell Wealth Management Menlo Park, California $1.36B AUM 28.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's BKSE Position: Q2 2023 in Review

Belpointe Asset Management sold out of BNY Mellon US Small Cap Core Equity ETF (BKSE) in Q2 2023, closing a stake of 297 shares — an estimated $8.05K sold.

Belpointe Asset Management first reported a position in BKSE in Q4 2022 and held it in 2 quarters. The position peaked at $8.05K in Q1 2023. 14 funds tracked by Wall St. Rank hold BKSE as of Q2 2023.

Belpointe Asset Management reported no remaining BNY Mellon US Small Cap Core Equity ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 297 BNY Mellon US Small Cap Core Equity ETF shares in Q2 2023, an estimated $8.05K.
Belpointe Asset Management first reported a position in BNY Mellon US Small Cap Core Equity ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's BNY Mellon US Small Cap Core Equity ETF position peaked at $8.05K in Q1 2023.
14 funds tracked by Wall St. Rank held BNY Mellon US Small Cap Core Equity ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.